Filed May 14, 2024 (most recent of 11 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
HAGAN NEWKIRK FINANCIAL SERVICES1+ years Service code 27 · EIN 63-1156117 6325 RANCH DRIVE · LITTLE ROCK, AR 72223 | Advisory (Plan) | $17,735 |
DAILYACCESS CORPORATION1+ years Service code 15 · EIN 63-1156117 | Recordkeeping | $9,347 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,482 | $70,667-14.4% | $123,104-50.9% | $52,331+15.6% |
| Participation rate | 96.6% | 83.7%+12.9pp | 86.8%+9.9pp | 68.1%+28.5pp |
| Annual return | -1.43% | 6.23%-7.7pp | 13.22%-14.6pp | 4.54%-6.0pp |
| Employer contribution / active EE | $5,099 | $2,946+73.1% | $5,151-1.0% | $1,882+171.0% |
| Participant deferral / active EE | $3,144 | $4,493-30.0% | $6,230-49.5% | $3,022+4.0% |
| Admin fee / account holder | $145 | $506-71.4% | $9,015-98.4% | $592-75.5% |